Anic Equity¶
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Total return since start: 0.557 %¶
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Equity now: -----------------------------> 47566.37 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46171.41 Kr¶
PnL: ---------------------------------------> -717.16 Kr¶
DD now: ---------------------------------> -2.187 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 15:03:32.590342'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | -1.360000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| Beijer Electronics Group | 26 | -2.920000 | 3114.800000 | 143.800000 | 4.840000 | 2971.000006 |
| AcadeMedia | 12 | 0.100000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| Corem Property Group B | 59 | -1.860000 | 621.270000 | 44.270000 | 7.670000 | 576.999999 |
| HMS Networks | 2 | -1.560000 | 706.000000 | 33.000000 | 4.900000 | 673.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.290000 | 387.900000 | 32.900000 | 9.270000 | 355.000000 |
| Resurs Holding | 22 | 0.220000 | 605.000000 | 31.000000 | 5.400000 | 573.999998 |
| MedCap | 2 | -3.230000 | 450.000000 | 29.000000 | 6.890000 | 421.000000 |
| FM Mattsson Mora Group B | 50 | -0.170000 | 2955.000000 | 28.000000 | 0.960000 | 2927.000000 |
| Boozt | 12 | -0.780000 | 1675.200000 | 21.200000 | 1.280000 | 1653.999996 |
| Norva24 Group | 16 | -0.340000 | 562.880000 | 19.880000 | 3.660000 | 543.000000 |
| Intrum | 4 | -0.330000 | 544.600000 | 17.600000 | 3.340000 | 527.000000 |
| Swedbank A | 3 | 2.030000 | 580.050000 | 16.050000 | 2.850000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Eastnine | 4 | -0.630000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| SAAB B | 8 | -0.350000 | 3391.200000 | 14.200000 | 0.420000 | 3377.000000 |
| Securitas B | 6 | 0.640000 | 583.680000 | 13.680000 | 2.400000 | 570.000000 |
| OEM International B | 7 | -0.770000 | 540.400000 | 12.400000 | 2.350000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.730000 | 542.800000 | 10.800000 | 2.030000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.290000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Handelsbanken A | 5 | 0.180000 | 547.000000 | 1.000000 | 0.180000 | 546.000000 |
| Creaspac SPAC | 6 | -0.210000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Nordea Bank Abp | 29 | 0.200000 | 3451.000000 | -3.000000 | -0.090000 | 3453.999992 |
| CTEK | 13 | -3.250000 | 519.220000 | -14.780000 | -2.770000 | 533.999999 |
| Midsona B | 63 | -1.000000 | 563.850000 | -19.150000 | -3.280000 | 582.999984 |
| Essity B | 2 | -1.630000 | 554.000000 | -20.000000 | -3.480000 | 574.000000 |
| International Petroleum Corp. | 5 | -2.430000 | 561.000000 | -33.570000 | -5.650000 | 594.565215 |
| Essity A | 4 | -1.940000 | 1110.000000 | -39.000000 | -3.390000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.180000 | 3797.500000 | -52.500000 | -1.360000 | 3850.000000 |
| Vivesto | 1368 | -0.790000 | 547.200000 | -65.800000 | -10.730000 | 612.999432 |
| Axfood | 13 | -1.420000 | 3608.800000 | -147.200000 | -3.920000 | 3756.000001 |
| OX2 | 18 | -1.690000 | 1415.700000 | -248.300000 | -14.920000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.700000 | 3556.000000 | -255.000000 | -6.690000 | 3810.999990 |
| Ovzon | 52 | -2.860000 | 2828.800000 | -533.200000 | -15.860000 | 3361.999992 |
| TOTAL | 46171.410000 | -717.160000 | -2.18697% | 46888.564618 |
Updated:¶
'2023-01-24 15:03:45.029539'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
